PSF
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Pacific Sun Financial’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

Pacific Sun Financial’s Portfolio IMCV Stock Details IMCV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$703K Buy
8,295
+95
+1% +$8.17K 0.34% 87
2025
Q4 		$675K Buy
8,200
+90
+1% +$7.27K 0.33% 86
2025
Q3 		$652K Sell
8,110
-20
-0.2% -$1.57K 0.31% 90
2025
Q2 		$618K Sell
8,130
-540
-6% -$39.3K 0.32% 89
2025
Q1 		$643K Buy
8,670
+30
+0.3% +$2.26K 0.37% 82
2024
Q4 		$642K Hold
8,640
– – 0.35% 88
2024
Q3 		$662K Sell
8,640
-65
-0.7% -$4.78K 0.37% 84
2024
Q2 		$611K Sell
8,705
-20
-0.2% -$1.42K 0.36% 86
2024
Q1 		$633K Hold
8,725
– – 0.37% 85
2023
Q4 		$591K Hold
8,725
– – 0.37% 85
2023
Q3 		$529K Buy
8,725
+115
+1% +$7.35K 0.37% 88
2023
Q2 		$533K Buy
+8,610
New +$528K 0.36% 88
2022
Q4 		$529K Buy
8,520
+25
+0.3% +$1.54K 0.37% 86
2022
Q3 		$475K Sell
8,495
-830
-9% -$51.5K 0.33% 99
2022
Q2 		$554K Buy
9,325
+810
+10% +$52.7K 0.37% 86
2022
Q1 		$587K Buy
8,515
+220
+3% +$14.8K 0.32% 94
2021
Q4 		$566K Buy
8,295
+360
+5% +$23.9K 0.3% 102
2021
Q3 		$502K Buy
+7,935
New +$509K 0.29% 101
2020
Q3 		$365K Sell
8,355
-300
-3% -$13.2K 0.3% 99
2020
Q2 		$364K Sell
8,655
-180
-2% -$7.21K 0.33% 96
2020
Q1 		$315K Buy
8,835
+1,335
+18% +$66K 0.36% 92
2019
Q4 		$422K Buy
7,500
+300
+4% +$16.3K 0.37% 90
2019
Q3 		$386K Buy
7,200
+1,095
+18% +$57.5K 0.36% 91
2019
Q2 		$320K Buy
+6,105
New +$318K 0.31% 105

Other funds holding IMCV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pacific Sun Financial's IMCV Position: Q1 2026 in Review

Pacific Sun Financial increased its iShares Morningstar Mid-Cap Value ETF (IMCV) stake by 1.2% in Q1 2026, buying an estimated $8.17K and bringing the position to 8,295 shares worth $703K. The position accounts for 0.34% of the portfolio, ranked #87.

Pacific Sun Financial first reported a position in IMCV in Q2 2019 and has held it in 24 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

  • Pacific Sun Financial held 8,295 shares of iShares Morningstar Mid-Cap Value ETF worth $703K as of Q1 2026.
  • Pacific Sun Financial bought 95 iShares Morningstar Mid-Cap Value ETF shares in Q1 2026, an estimated $8.17K.
  • iShares Morningstar Mid-Cap Value ETF made up 0.34% of Pacific Sun Financial's portfolio in Q1 2026, its #87 holding.
  • Pacific Sun Financial first reported a position in iShares Morningstar Mid-Cap Value ETF in Q2 2019 and has held it in 24 quarters since.
  • 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Pacific Sun Financial's 13F filing for Q1 2026, filed 8 May 2026.